UnitedHealth shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $11M | 21k | 505.87 |
| 2024-09-30 | $11M | 18k | 584.69 |
| 2024-06-30 | $9.6M | 19k | 509.27 |
| 2024-03-31 | $7.4M | 15k | 494.69 |
| 2023-12-31 | $4.1M | 7.8k | 526.50 |
| 2023-09-30 | $3.8M | 7.6k | 504.18 |
| 2023-06-30 | $2.3M | 4.8k | 480.68 |
| 2023-03-31 | $2.1M | 4.5k | 472.56 |
| 2022-12-31 | $2.4M | 4.5k | 530.23 |
| 2022-09-30 | $2.0M | 3.9k | 505.09 |
| 2022-06-30 | $1.8M | 3.6k | 513.64 |
| 2022-03-31 | $888k | 1.7k | 510.05 |
| 2021-12-31 | $841k | 1.7k | 501.79 |
| 2021-09-30 | $649k | 1.7k | 390.96 |
| 2021-06-30 | $865k | 2.2k | 400.46 |
| 2021-03-31 | $450k | 1.2k | 372.21 |
| 2020-12-31 | $434k | 1.2k | 350.85 |
More positions owned by Soltis Investment Advisors
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